Filed January 29, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,833 | $63,764-87.7% | $81,926-90.4% | $79,858-90.2% |
| Participation rate | 70.0% | 67.5%+2.5pp | 72.0%-2.0pp | 69.6%+0.4pp |
| Annual return | 23.70% | 22.66%+1.0pp | 29.49%-5.8pp | 31.72%-8.0pp |
| Employer contribution / active EE | $363 | $1,795-79.8% | $4,310-91.6% | $2,471-85.3% |
| Participant deferral / active EE | $2,534 | $2,780-8.9% | $7,108-64.3% | $3,740-32.3% |
| Admin fee / account holder | $1,091 | $4,426-75.3% | $5,159-78.8% | $5,306-79.4% |